We often tout the advantages of being part of the Microsoft family — specifically the ability to leverage complementary products that boost functionality and add real value. In this case, the value is in combining actionable data from multiple applications into useful reports and dashboards. These reports and dashboards enable your marketing, sales, and customer…
There are many good reasons to move from another CRM solution to Microsoft Dynamics 365 Customer Engagement (we outline eight of them in this article). Whatever your reasons are to begin data integration, it makes sense to research the process before you begin to ensure you’ve thought of everything. It’s been said that intelligent people learn from other…
To truly understand what your customers think, it’s time to “ditch the crystal ball” trying to find the answers on your own. Instead, give your customers a “voice” so they can tell you themselves. That’s the only way to know for sure how they feel about your products and services and to determine the needs…
With support from partner Velosio, MIS adopted Microsoft Dynamics 365 Field Service and Power BI. Now, the company has dramatically increased operational efficiency and productivity, reduced waste, accelerated order-to-cash time, and improved line of insight in the performance of the business.
Since this article caught your eye, likely you’re already considering a replacement for your CRM solution. (If you’re still evaluating the available CRM options, check out this article, 8 Reasons to Choose Microsoft Dynamics 365 CE Over the Competition.) If you’re a current HubSpot or Oracle CRM user contemplating a move, you’re not alone. Companies across…
Discover how one payment processing company gained a 360-degree view of its customers, insights into buying behavior and patterns, and an understanding of customer lifecycles after moving to Microsoft Dynamics 365 Customer Engagement.
With the Dynamics 365 wave 2 release for 2022, Microsoft continues to make many improvements—including the Field Service module. Here’s a quick rundown of the major enhancements for Field Service that Microsoft plans to make generally available between October 2022 and March 2023: Mobile Usability Dynamics 365 Field Service streamlines common experience patterns on mobile…
Research giant Forrester just published a new review of leading CRM applications, The Forrester Wave™: CRM Suites. It’s a detailed, 31-point comparison of nine providers Forrester says “matter most,” and Microsoft Dynamics 365 CRM lands at the top (with some company). Here are the highlights of the study mixed in with a bit of our…
Microsoft Dynamics for Commercial HVAC Distributors Imagine running your day with all the information you need at your fingertips. In this brief, 14-minute demo, see how the solution allows you to: Manage and bids and pipeline without leaving your email Understand your business with a snapshot of your KPIs Streamline scheduling and dispatching by skill…
